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Jackson V.
Financial Planning and Investment Analyst at Mirador Capital Partners LP
About
Jackson Vickers is a Financial Planning and Investment Analyst at Mirador Capital Partners LP, based in San Francisco, CA. He specializes in advanced financial planning, with a particular focus on employer stock options, restricted stock, and other forms of equity compensation for executives and high-net-worth individuals. In his role, Jackson collaborates closely with clients to review investment portfolios, develop tailored financial strategies, and guide them toward achieving their long-term goals.
Jackson’s expertise centers on the technology sector, where he provides specialized advice on managing concentrated stock positions, equity diversification, and tax-efficient planning for clients receiving employer equity. He is also an active member of the firm’s Investment Committee, contributing to the development and oversight of proprietary investment strategies.
Prior to joining Mirador Capital Partners, Jackson gained valuable experience as a Wealth Management and Financial Planning Intern at The Dollarhide Financial Group, LLC, where he supported comprehensive financial planning and investment analysis. He holds a Bachelor of Science in Finance from Barrett, The Honors College at Arizona State University, with certificates in International Business and Political Economy, and completed coursework in Economics at The London School of Economics and Political Science. Jackson’s academic and professional background, combined with his practical experience, positions him as a trusted advisor in the field of wealth management and financial planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mirador Capital Partners | Financial Planning and Investment Analyst | Jun 2023 to Present | — |
| The Dollarhide Financial Group, LLC | Wealth Management and Financial Planning Intern | Jun 2020 to May 2023 | I interned with the financial planning department at The Dollarhide Financial Group. My role required me to develop financial reports, engage with clients, perform asset allocation reviews, and assist... |
| The Dollarhide Financial Group, LLC | Financial Planning Intern | Jul 2019 to Aug 2019 | — |
| The Dollarhide Financial Group, LLC | Financial Planning Intern | May 2018 to Aug 2018 | As a financial planning intern at The Dollarhide Financial Group, I performed market research, analyzed retirement products, developed marketing tools, and assisted in the financial planning process. |
Education
Barrett, The Honors College
Bachelor of Science - BS, Finance
2019 — 2023
Arizona State University - W. P. Carey School of Business
Bachelor of Science - BS, Finance
2019 — 2023
The London School of Economics and Political Science (LSE)
Economics
2022 — 2022
Brophy College Preparatory
2015 — 2019
Others at Mirador Capital Partners LP (3)
| Name | Role | Location |
|---|---|---|
D Dan Murray | Principal | Larkspur, CA , United States |
| Principal | Pleasanton, CA , United States | |
| Executive Vice President | Pleasanton, CA , United States |